See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,728 | $56,053-66.6% | $75,972-75.3% | $80,856-76.8% |
| Participation rate | 41.4% | 62.0%-20.7pp | 69.1%-27.7pp | 67.6%-26.3pp |
| Annual return | 9.84% | 20.53%-10.7pp | 359.55%-349.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,072 | $1,874-42.8% | $2,685-60.1% | $2,755-61.1% |
| Participant deferral / active EE | $1,806 | $3,052-40.8% | $4,255-57.5% | $4,296-57.9% |
| Admin fee / account holder | $1,016 | $5,234-80.6% | $6,467-84.3% | $6,918-85.3% |